Heather Solley is a financial advisor with More Than Your Money, Inc. in Colorado Springs, CO, holding Series 63 and Series 65 licenses and five years of industry experience. Her work history includes roles at Light Edison and Brown & Associates, among others. More Than Your Money, Inc. provides comprehensive financial planning and limited investment advisory services to families and individuals, with specialized support for widows, widowers, and clients navigating post-divorce financial matters. The firm emphasizes long-term, low-turnover investments and a functional asset allocation tailored to the client’s full financial picture, delivering advice on a non-discretionary basis through fixed-fee or hourly arrangements.

William Adelmann is a CFP® professional based in Colorado Springs, CO, currently serving as an advisor at Adelmann Financial, Inc. He has been with the firm since 2021 and has prior experience working at Christian Care Ministry and American Burglary Protection. Adelmann Financial serves individual investors, trusts, and employer-sponsored retirement plans, providing continuous portfolio management and financial planning. The firm employs a blend of passive and active management within a Modern Portfolio Theory framework, focusing on investor behavior and preparing clients for market declines through regular meetings and scenario-based exercises.

Kyle De Mers is a financial advisor at Bonfire Financial, LLC in Colorado Springs, CO. He holds a Series 65 credential and has been with Bonfire Financial since 2024. Prior to joining the firm, he worked at ENT Credit Union for nine years and spent time at Lewis Palmer School District 38. Bonfire Financial provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, small business owners, trusts, and employer-sponsored retirement plans. The firm emphasizes fundamental analysis and strategic asset allocation while utilizing a range of investment vehicles including mutual funds, ETFs, and alternative strategies.

Karl Hering is a financial advisor with Unity Wealth Strategies in Colorado Springs, Colorado, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Unity Wealth Strategies in 2026, he worked at Money Concepts Capital Corp and Summit Financial Group. Outside of his advisory work, he is a certified personal trainer operating Be Functional, LLC. Unity Wealth Strategies serves individual investors, charitable organizations, and corporations with discretionary investment management and both ongoing and project-based financial planning. The firm employs a tailored investment process that integrates passive and active strategies, including client-specific policies and customization for socially responsible investing.

Danielle Parris Exline is a CFP® with six years of industry experience, currently serving as an advisor at Peace of Mind Financial Planning, Inc. in Colorado Springs, CO. She previously worked at Wanderlust Financial Coaching and Harris Corporation. Exline has owned and coached at Wanderlust Financial Coaching, a non-investment-related venture, which is currently inactive. Peace of Mind Financial Planning provides customized financial planning and non-discretionary investment management to individuals, families, high-net-worth clients, and nonprofit organizations. The firm emphasizes a long-term, buy-and-hold investment approach with functional asset allocation and operates primarily on a non-discretionary, fee-only advisory model.

William Roark is a financial advisor with RS Asset Management, LLC in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at LPL Financial LLC and RS Asset Management since 2011. Outside of advisory work, Roark is involved in workshop instruction focused on business owner transition education and operates a self-storage facility. RS Asset Management serves individuals, trusts, pension plans, charitable organizations, and business entities by providing portfolio and asset management, financial planning, and pension consulting. The firm employs both fundamental and technical analysis, offers discretionary and non-discretionary management across various securities, and emphasizes regular portfolio supervision and rebalancing.

Shari Carlson is a financial advisor at Unity Wealth Strategies in Colorado Springs, CO, with six years of industry experience. She holds a Series 65 designation and has worked at several firms including Creative Financial Services, Inc. and Collaborative Consulting Group LLC. Outside of her advisory role, Carlson works as a trainer at Balancing Life's Issues, serves as a substitute teacher in the Harrison School District 2, and acts as a parent provider community connector for S Carlson Care Provider. Unity Wealth Strategies is a fee-only registered investment adviser that serves individual clients and small organizations through investment management and comprehensive financial planning. The firm employs a combination of passive and active strategies aligned with asset-allocation principles and offers educational seminars and speaking engagements.

Lindsay Whiddon is a financial advisor at 56 Capital Partners, Ltd with a Series 65 designation and one year of industry experience. Prior to joining 56 Capital Partners, Whiddon held roles at Huntington National Bank, Ascend Federal Credit Union, and the Boys and Girls Club of Middle Tennessee. 56 Capital Partners, Ltd. provides discretionary investment management, financial planning, and pension consulting to individual clients, trusts, estates, retirement plans, nonprofit organizations, and business entities. The firm’s investment approach includes asset allocation with fundamental and technical analysis, offering diversified portfolios that may include equities, fixed income, ETFs, mutual funds, and alternative investments.

Peace of Mind Financial Planning takes a team approach. We believe that every client deserves a team of professionals working for them as they work to achieve their goals. Providing financial planning is much more than a career for Linda – it’s a lifelong mission. She believes that all individuals and families can feel in control of their finances and have money to help provide them the life they want. To have a more in-depth understanding of how people work through their financial concerns and to provide better support to her clients, Linda obtained a PhD in Personal Financial Planning. Because she believes that consumers all best served by a strong financial planning profession with rigorous standards, she has given her personal time and efforts to organizations that further the profession, having been appointed to the 2016-2017 Certified Financial Planning Board Commission on Standards and having served as Chair of the National Association of Personal Financial Advisors. Linda has three children and her hobbies include reading, hiking, and movies. (She also enjoys knitting, but we all agreed that’s too boring to put on the web site.)

Ellen Powers is a CFP®-certified financial advisor with 15 years of industry experience, currently practicing at Partners Capital Management, Inc. She has been with the firm since 1991, which indicates extensive tenure within the organization. Partners Capital Management, Inc. is a fee-only registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a core-and-satellite investment strategy, primarily using no-load or low-load mutual funds and ETFs, and maintains a predominantly non-discretionary advisory model that allows clients to retain final authority over investment decisions.

Nicholas Coleman is a Series 65-licensed financial advisor at Bonfire Financial, LLC with seven years of industry experience. He has worked at Bonfire Financial since 2018 and previously at Demming Financial Services from 2017 to 2018. Prior to his financial career, he was affiliated with Colorado State University for four years. Bonfire Financial, LLC is an investment management firm serving individuals, high-net-worth clients, small business owners, trusts, and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, using a client-focused investment process that emphasizes strategic asset allocation, manager analysis, and tax-efficient management across a variety of investment vehicles.

Jeffrey Sharpe is a CFA charterholder and holds a Series 66 license with four years of industry experience. He is the principal and sole advisor at Ardent Investors, LLC, based in Colorado Springs, CO. Prior to founding Ardent Investors in 2021, he worked at Thrivent Financial and Thrivent Investment Management Inc. Mr. Sharpe maintains an insurance license to offer risk management advice to clients but does not earn commissions from this service. Ardent Investors, LLC provides discretionary portfolio management and financial planning for individual and high-net-worth clients, using an all-weather investment approach that incorporates fundamental, technical, cyclical, and charting analyses. The firm manages diversified, tax-aware portfolios across multiple asset classes and employs limited options strategies for hedging and income.

Antonia Vaughn is a financial advisor at Advenire Wealth Management in Colorado Springs, CO, holding Series 65 and Series 66 licenses with four years of industry experience. Prior to joining Advenire Wealth Management in 2022, she was a stay-at-home mother for eight years. Advenire Wealth Management provides wealth management, discretionary portfolio management, financial planning, pension consulting, and real estate/1031 consulting services to high-net-worth individuals, families, trusts, small businesses, and retirement plans. The firm focuses on strategic asset allocation and long-term, asset-class-driven portfolios using ETFs, mutual funds, and select securities, with tailored investment policies and periodic rebalancing.

Kenneth Beach is a financial advisor with Cascade Investment Group, Inc. in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Cascade Investment Group since 1996. Cascade Investment Group serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, charitable organizations, trusts, estates, and business entities. The firm combines fundamental, technical, and charting analysis with asset allocation and manager selection, managing portfolios on both discretionary and non-discretionary bases and offering a range of investment products including mutual funds, ETFs, alternative investments, and cryptocurrency.

Rebecca Miller is a financial advisor at Unity Wealth Strategies with 10 years of industry experience. She holds a Series 65 designation and previously worked at Creative Financial Services, Inc. for 11 years. In addition to her advisory role, she works part-time as an Operations & Client Experience Specialist at Hessel Financial Advisors, supporting client correspondence and administrative tasks. Unity Wealth Strategies is a fee-only registered adviser that provides investment management and comprehensive financial planning to individuals and small organizations. The firm uses a combination of passive and active strategies within a discretionary asset-allocation framework and offers educational seminars and speaking engagements.

Theresa Brock is a financial advisor at Cascade Investment Group, Inc. in Colorado Springs, CO, holding a Series 66 designation with 13 years of industry experience. She has been with Cascade Investment Group since 2010. Cascade Investment Group, Inc. serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and business entities, offering portfolio management, financial planning, and related advisory services. The firm employs a blend of fundamental, technical, and charting analysis alongside asset allocation and manager selection, managing accounts through discretionary and non-discretionary programs.

Lindsey Simek is a Series 65-licensed financial advisor with Capstone Investment Financial Group, LLC, based in Colorado Springs, CO. She has five years of industry experience, including roles at New York Life Insurance Company and NYLIFE Securities, LLC. Capstone Investment Financial Group offers financial planning and portfolio management services to individuals, retirement plans, trusts, estates, charities, corporations, and other advisory firms. The firm employs a risk-focused investment approach with proprietary and thematic strategies and maintains a monthly portfolio review process.

Gerald Biegler is a financial advisor with Sustainable Wealth Strategies, LLC in Colorado Springs, CO. He holds the ChFC® designation and Series 63 and 65 licenses, with 21 years of industry experience. Prior to joining Sustainable Wealth Strategies in 2017, he worked at Rocky Mountain Financial Services since 1985. In addition to his advisory role, he spends a significant portion of his time as an independent insurance agent. Sustainable Wealth Strategies provides financial planning and portfolio management primarily for individual and high-net-worth clients. The firm employs a largely passive investment approach, utilizing diversified portfolios of low-cost index funds and ETFs, and offers customized direct-indexing options with ESG and tax-aware features.

Timothy Bayless is a financial advisor with Brotherhood Retirement who holds a Series 65 credential. He has been in the industry since 2016, with prior experience at Envoy Financial and as a self-employed advisor. Brotherhood Financial, LLC serves employer-sponsored retirement plans and their participants, providing retirement plan consulting, participant education, and administrative support. The firm uses an unaffiliated retained adviser for fractional Chief Investment Officer services and maintains an Investment Committee to oversee investment due diligence and policy guidance.

Travis Kvaale is a financial advisor at Make Way Wealth Management in Colorado Springs, CO, holding a Series 65 credential with four years of industry experience. His prior roles include positions at American Bank & Trust and the State of South Dakota Legislative Audit. Make Way Wealth Management serves individuals, corporations, charities, and retirement plans, managing approximately $80 million in client assets across 120 relationships. The firm provides comprehensive financial planning and discretionary portfolio management, utilizing strategic diversification and technical analysis to tailor portfolios according to client goals.